CornerStone Financial Group

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Nicholas Tucker

Nicholas Tucker

Private Wealth Advisor

Associate Franchise Consultant
Visit Nicholas Tucker's website
Rick Sieja

Rick Sieja

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Rick Sieja's website
Gunther R Brieger

Gunther R Brieger

CFP®

Financial Advisor

Visit Gunther R Brieger's website
Damon Dyas

Damon Dyas

CFP®, CLU®, CRPC®

Financial Advisor

Certified Kingdom Advisor
Visit Damon Dyas's website
Jonathon Hornbeck

Jonathon Hornbeck

APMA®

Financial Advisor

Visit Jonathon Hornbeck's website
Eva Moulton

Eva Moulton

CFP®

Financial Advisor

Visit Eva Moulton's website
JC Wilhelm

JC Wilhelm

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit JC Wilhelm's website
Stephen Bratta

Stephen Bratta

AAMS®, CMFC®, APMA®

Financial Advisor

Visit Stephen Bratta's website

Team

Carrie A. Barr

Carrie A. Barr

Paraplanner

Qualifications

  • Series 7
  • Life & Health Insurance
  • Variable Contracts
  • Series 66

Roles & Responsibilities

  • Carrie Barr has been with Ameriprise since 2006. She is licensed and is also focused on the operations of the practice
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Angela Bomber

Angela Bomber

Financial Planning Specialist

Stacie Helsel

Stacie Helsel

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life and Health Insurance

Roles & Responsibilities

  • Stacie Helsel has been with Ameriprise since 2004. She is licensed and focuses on the operations of the practice.
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Travis Liedke

Travis Liedke

Financial Planning Specialist

Jessica Walla

Jessica Walla

Client Service Specialist

Qualifications

  • Jessica holds a bachelor’s degree Business Administration from Alma College.

Roles & Responsibilities

  • Her responsibilities include leading the team, preparing investment portfolios, running proposals through multiple financial planning and investment tools.
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Stephanie Leier

Stephanie Leier

Client Service Specialist